Form D · Other Investment Fund

CFP IV L.P.

St. Peter Port, Y7 · CIK 0001954075

Offering snapshot reported Nov 6, 2024 · SEC filing

Reported sold: $130M
Investors reported: 4
Minimum accepted: $0
First sale: Dec 23, 2022

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$121,506,683 → $129,808,120

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 6, 2024	Amendment	$129,808,120	$8,301,437vs Nov 13, 2023	4	SEC filing
Nov 13, 2023	Amendment	$121,506,683	No comparison	4	SEC filing
Nov 23, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0
Form D file number: 021-465761

Amount converted at prevailing rates from Sterling (GBP).

Amounts to be paid based upon a percentage of capital raised. The Fund will not bear the economic burden of any placement agent fees.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
PJT Partners LP	171058

Source: Form D, filed Nov 6, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CFP IV L.P.

Investment adviser: CASTLEFORGE PARTNERS LIMITED

Gross asset value: $50.9M
Beneficial owners: 4
ADV minimum commitment: $12.5M

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator LANGHAM HALL (GUERNSEY) LIMITED ST PETER PORT, Guernsey Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS CI LLP ST PETER PORT, Guernsey

Custodian ROYAL BANK OF SCOTLAND INTERNATIONAL LIMITED ST PETER PORT, Guernsey Related to adviser: No

Marketer PJT PARTNERS LP NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS CI LLP
PCAOB 1412

PJT PARTNERS LP
CRD 171058 · SEC 8-69442

Filing source

Form ADV 2114131 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-4556914094

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Simon Ball	Director
Thomas Chamberlain	Director
Michel Davy	Director
Neil Smith	Director
Ian Fordyce Smith	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

North Suite 2, Town Mills Rue Du Pre
St. Peter Port, Y7, GY1 1 LT